See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,461 | $167,307-25.0% | $143,757-12.7% | $134,475-6.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.99% | 0.46%-18.4pp | -0.04%-17.9pp | 417.96%-436.0pp |
| Employer contribution / active EE | $14,632 | $5,619+160.4% | $4,951+195.5% | $4,740+208.7% |
| Participant deferral / active EE | $9,231 | $6,446+43.2% | $5,637+63.8% | $6,400+44.2% |
| Admin fee / account holder | $25 | $18,088-99.9% | $14,673-99.8% | $11,426-99.8% |